Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹13.4398
-0.30%
(28 Mar)
AUM
1,834 Cr
TER
0.08%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+9.7%
+7.6%
+7.6%
+6.8%
+3.7%
3Y
+23.0%
+23.0%
+20.2%
+20.2%
+14.3%
NA
5Y
+28.8%
+28.8%
+31.5%
+31.5%
+24.4%
NA
ALL
+17.7%
+17.7%
+15.9%
+15.9%
+14.9%
+12.4%
VOL
17.5%
17.5%
19.9%
19.9%
-
12.0%
TER
0.6%
0.6%
0.8%
0.8%
-
0.1%
AUM
₹4,899 Cr
₹4,899 Cr
₹64,124 Cr
₹64,124 Cr
-
₹1,834 Cr
INFO
1.01
1.01
0.80
0.80
-
1.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
7.6%
Infosys Ltd
4.6%
Reliance Industries Ltd
4.5%
Treps
4.0%
Larsen & Toubro Ltd
3.5%
Bharti Airtel Ltd
3.1%
State Bank of India
3.0%
InterGlobe Aviation Ltd
2.7%
UltraTech Cement Ltd
2.3%
Top industry exposure
Financial Services
32.7%
Industrials
13.0%
Consumer Cyclical
10.5%
Technology
9.0%
Healthcare
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Sudhir Kedia
Pathanjali Srinivasan

FAQs